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Lähitapiola Kuluttaja Esg B (0P0000YLD1)

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Lähitapiola Kuluttaja B historical data, for real-time data please try another search
34.005 -0.003    -0.01%
29/02 - Closed. Currency in EUR ( Disclaimer )
Type:  Fund
Market:  Finland
ISIN:  FI4000059043 
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 58.11M
Lähitapiola Kuluttaja B 34.005 -0.003 -0.01%

0P0000YLD1 Overview

 
Find basic information about the Lähitapiola Kuluttaja Esg B mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000YLD1 MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change13.51%
Prev. Close34.008
Risk Rating
TTM Yield2.54%
ROE30.21%
IssuerN/A
Turnover78.30%
ROA11.42%
Inception DateMar 08, 2013
Total Assets58.11M
Expenses1.50%
Min. Investment30,000
Market Cap76.18B
CategorySector Equity Consumer Goods & Services
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Lähitapiola Kuluttaja Esg B Analysis


Performance

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Condition

Frequency

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%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1088 1125 1172 1279 1405 1898
Fund Return 8.8% 12.45% 17.21% 8.56% 7.04% 6.62%
Place in category 90 88 92 44 129 97
% in Category 20 24 23 23 51 55

Top Equity Funds by Seligson & Co Rahastoyhtiö Oyj

  Name Rating Total Assets YTD% 3Y% 10Y%
  S-Asuntorahasto 463.26M 5.61 -3.44 -
  FIM Emerging markets ESG 385.95M 0.28 -1.75 4.89
  S SaastOrahasto Kohtuullinen 283.28M 5.46 4.08 6.13
  FIM USA 245.85M 14.43 12.95 13.14
  S-Saastorahasto Rohkea 243.2M 8.00 7.09 8.71

Top Funds for Sector Equity Consumer Goods & Services Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Seligson Co Global Top 25 Brands Fu 703.2M 6.90 9.10 13.03
  Seligson & Co Global Top 25 Brands 703.2M 6.91 9.10 13.00
  Mandatum Life Global Brands 219.4M 9.28 4.33 -
  LahiTapiola Kuluttaja A 59.72M 11.83 6.76 6.42
  OP-Vaurastuva Keskiluokka B 46.92M -1.49 -13.88 -0.31

Top Holdings

Name ISIN Weight % Last Change %
  Amazon.com US0231351067 6.18 184.72 +3.20%
  Deckers Outdoor US2435371073 5.69 832.63 +1.60%
  Mastercard US57636Q1040 5.28 441.10 -0.22%
  Netflix US64110L1061 4.60 565.15 +2.44%
  Alphabet C US02079K1079 4.44 168.46 +1.75%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Strong Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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